Cobalt Service Partners - FP&A Analyst
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Requirements
• Bachelor’s degree in Finance or Accounting • 2+ years of experience in FP&A, corporate finance, or a related analytical role. • Strong Excel and financial modeling skills; • Experience with financial systems (e.g., Sage, PowerBI) is a plus. • Onestream knowledge is required • Demonstrated ability to implement or support technology-driven process improvements. • Exceptional attention to detail with a high degree of accuracy in work. • Strong interpersonal and communication skills, with the ability to work cross-functionally.
Responsibilities
• Assist in the preparation, consolidation, and analysis of annual budgets, monthly forecasts, and long-range planning. • Analyze monthly actuals vs. budget/forecast, identify key variances, and provide meaningful commentary to stakeholders. • Manage the 13-Week Cash Flow forecast model and reporting cadence, tracking DSO, DPO, and working capital drivers and presenting insights to senior leadership • Maintain OneStream, managing data inputs across multiple business units and building reports used in monthly financial reporting and planning processes • Develop and maintain financial models and dashboards that provide real-time insights into business performance. • Ensure data integrity and accuracy in all reporting and analytics efforts. • Prepare regular and ad hoc financial reports and presentations for executive leadership and private equity sponsors. • Prepare quarterly financial reports for lenders • Champion the adoption of AI tools and Microsoft Copilot to streamline financial workflows, automate reporting tasks, and introduce best-in-class operational practices across the team
Benefits
• Cobalt offers a comprehensive benefits package, including healthcare, 401k match, and flexible time off.
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